City
Wealth management firms in Conshohocken, Pennsylvania
As of October 2, 2026, 16 wealth management firms, including broker-dealer firms, with their main office in Conshohocken, Pennsylvania reported $19.6 billion in regulatory assets under management; the largest by assets was Hornor, Townsend & Kent, LLC, with $9.0 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 16
- Regulatory assets under management
- $19.6 billion
- Average per firm
- $1.2 billion
- SEC-registered, of those listed
- 9 of 16 (56.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Hornor, Townsend & Kent, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $9.0 billion | 28,369 |
| 2 | Pitcairn | SEC | $5.9 billion | 2,133 |
| 3 | Compass Ion Advisors, LLC | SEC | $1.6 billion | 3,745 |
| 4 | Ironview Capital Management, LLC | SEC | $1.4 billion | 445 |
| 5 | Kitching Partners, LLC | SEC | $645.9 million | 194 |
| 6 | Northstar Financial Companies, Inc. | SEC | $519.0 million | 1,338 |
| 7 | Arsenal Capital Advisors LLC | SEC | $267.1 million | 341 |
| 8 | Nest Egg Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $131.7 million | 2,832 |
| 9 | Wealthfd | SEC | $87.8 million | 450 |
| 10 | Powers Capital Management | State | $43.9 million | 232 |
| 11 | Sharma Associates, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $20.2 million | 40 |
| 12 | Overture Wealth Management | State | $13.9 million | 75 |
| 13 | BRG Financial, LLC | State | $6.0 million | 54 |
| 14 | BTG Capital LLC | State | $3.4 million | 52 |
| 15 | Healthyfp | State | $68,809 | 20 |
| 16 | Firstrust Financial Advisors | State | $0 | 0 |
Wealth management firms in Pennsylvania, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.